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Dean Andrew Millonas

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Other Names: Dean Andrew Millonas Mr
Additional Firm:
Type: SEC and FINRA Registered

Dean Millonas is an executive and is a minority owner of Cornerstone Wealth Management, LLC, a $726M RIA. Dean is also registered with LPL Financial LLC, a broker-dealer with over 18,200 registered representatives nationwide. Dean has held an industry securities registration for 20 years and is subject to SEC and FINRA oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Cornerstone Wealth Management 3 years, 2 months Aug 2012 - Present
LPL Financial LLC 5 years, 4 months Jun 2010 - Present
Wachovia Securities, LLC 2 years, 5 months Jan 2008 - Jun 2010
A.G. Edwards & Sons, Inc. 3 years, 10 months Mar 2004 - Jan 2008
ExamSeriesPassed Date
General Securities Representative ExaminationSeries 7 07/20/1994
Uniform Securities Agent State Law ExaminationSeries 63 06/20/1994

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Dean Andrew Millonas has not answered any questions on Financial Q&A.

Top Articles

Dean Andrew Millonas has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

High Net Worth Individuals
Pension and Profit Sharing Plans
Charitable Organizations
Corporations or Other Businesses
State or Municipal Government Entities
Insurance Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status

No Disclosures Found

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions